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Managing Clients

Table of Contents  > Managing Clients

There are 10 topics available. Please click on one for more information about Managing Clients.

Managing Clients: Quick How To
Working with the Client List
Client Detail Page: Explanation of Fields
Adding/Editing a Client
Deactivating and Reactivating Clients
Project Presets
Client / Worker Rate Overrides
Filtering/Search/Sorting Clients
Printing the Client List
Exporting the Client List
Related Topics:
Overview
Overview of Features
Types of Administrator
Time & Sales Screen
Managing Workers
Managing Projects/Activities
Invoicing Screen
Payroll
Tasks
Communications
Settings


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